Skip to content

forcella

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,265 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    forcella commented  · 

    This is a big issue in our office as well. People who go over the 90 day limit get dropped from the system.

    It really needs to act like the "past due activities"...that is, unless it's complete it stays on the list.

    Would this be an easy fix for the redtail admins?

    forcella supported this idea  · 

  2. email reporting

    238 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    10 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    forcella supported this idea  · 

Feedback and Knowledge Base

(thinking…)